Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,812 | $92,707-57.1% | $82,726-51.9% | $134,493-70.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 945.12%-945.1pp | 701.33%-701.3pp | 418.01%-418.0pp |
| Employer contribution / active EE | $1,725 | $3,274-47.3% | $3,009-42.7% | $4,740-63.6% |
| Participant deferral / active EE | $3,848 | $4,801-19.9% | $4,394-12.4% | $6,400-39.9% |
| Admin fee / account holder | $550 | $5,980-90.8% | $5,328-89.7% | $11,425-95.2% |